Posted by Weng San > 2017-11-03 14:54 | Report Abuse

ah kang

Posted by Ckmeric > 2017-11-03 21:21 | Report Abuse

Wow skp new high!

Posted by Smile Low > 2017-11-05 00:10 | Report Abuse

The latest annual report, a lot of mutual fund become top 30 largest shareholder

Posted by VenFx > 2017-11-05 23:18 | Report Abuse

《Would This Benefit Malaysia EMS-vi Providers ? You Probably See The Big Connection There .》

European multinationals may be hit hard by US tax bill
https://www.thestar.com.my/business/business-news/2017/11/05/european-multinationals-may-be-hit-hard-by-us-tax-bill/

Posted by coldinvestor > 2017-11-06 08:26 | Report Abuse

http://www.enanyang.my/news/20171106/%E3%80%90%E7%8B%AC%E5%AE%B6%E3%80%91%E4%B8%8A%E5%8D%83%E5%B7%A5%E5%8E%82%E5%81%9C%E4%BA%A7-%E5%86%B2%E5%87%BB%E6%96%B0%E5%B9%B4%E8%AE%A2%E5%8D%95-%E6%A7%9F%E5%A4%A7%E6%B0%B4%E7%81%BE%E6%97%A5/

Posted by Antman > 2017-11-06 19:06 | Report Abuse

Can anyone verify with the management whether the flood affect the factory at sg petani? I tried send email but no one reply

Posted by VenFx > 2017-11-06 20:09 | Report Abuse

(一)6/11/17 
闭市价 : $0.720母 ; $0.430子 
母亲务必 回去 0.750 最后防线 0.715 必须守得住 。  

死硬派的我 会跳船吗 ; 还是捡死鸡 ?
哈哈
不知道 (⊙o⊙)

Posted by Davidl > 2017-11-06 20:59 | Report Abuse

Retest 0.65?

Posted by Antman > 2017-11-06 23:18 | Report Abuse

Hi 1stINFO, just curious why penang flood will benefit eg?

Posted by Davidl > 2017-11-07 00:08 | Report Abuse

@1stINFO, u r so confident on EG!

Posted by nocindycat > 2017-11-07 00:17 | Report Abuse

the most useless counter ever, skpres up 60% VS double, EG down with no dividends! lame management

Posted by nicky11 > 2017-11-07 01:14 | Report Abuse

Just for your information,EG factory no flood. P/S: I am not the EG investor but I come from SP

Posted by leslieroycarter > 2017-11-07 13:57 | Report Abuse

Do not worry 95c is on sight....

Posted by VenFx > 2017-11-08 07:36 | Report Abuse

MS $1032mil acquisition give Denko a Dyson boosts ://www.klsescreener.com/v2/news/view/303205 

大马近期的EMS-vi火红的很 。 
之前的HOTAIYI也 投资了 不下十亿资金 充作扩充与起新产房用途。 
Denko收购案通过，直接进军大马三大 有机会挤入老二也不一定。 
老板更把目标放眼5年双倍成长 达到36亿 的订单。 
$1.15的新放行股 对midcap和高度成长的Ems-vi才x15pe值得期待.

丛里寻它 净盈利20%Cagr以上
股价才 x8.5，新增7条组装线 想要火力全开来应付
Dyson的Supersonic hairdryer 因为订单比预期目标好
EGgs The Golden 是你要的 潜直股吗 ?
我狗狗力上马了 你呢 ;)

Posted by wiki123 > 2017-11-08 09:43 | Report Abuse

re: VenFx MS $1032mil acquisition give Denko a Dyson boosts ://www.klsescreener.com/v2/news/view/303205 - will eat up some market from EG or not? or the pie is very big, enough to be makan by all parties?

Posted by VenFx > 2017-11-08 10:01 | Report Abuse

Pie are dam big out there,
I.P. will be the magical here ...

Posted by wiki123 > 2017-11-08 10:04 | Report Abuse

IP = patent?

Posted by wiki123 > 2017-11-08 10:04 | Report Abuse

where do you see EG in Malaysia in the next 5 years? top 5 EMS?

Posted by coldinvestor > 2017-11-08 14:36 | Report Abuse

也许是在梦里 ！

Posted by Cimbnet > 2017-11-08 23:47 | Report Abuse

See ady also sad zzz. Cold still holding? What's ur plan since u very negative in EG

Posted by coldinvestor > 2017-11-09 08:01 | Report Abuse

中和看法。 如果公司业绩盈利下跌， 股价会下跌至RM0.70, 0.65 或0.60 什么价位都有可能， RCPS则会保持在RM0.73-0.75之间。反之， 如果业绩大好， 股价会同步上涨， 所以， 我只中短期持有安全， 下跌空间有限的PA。

Posted by VenFx > 2017-11-09 08:15 | Report Abuse

What are u talking ?
PA will stay safe and stand still
When the ordinary share crash ?
Pls dont confusing others here.

PA will stay illiquid,thats the potential risk when a big block trying to cash out.He probably need offer at much lower price in order to lure buyer to take his position from the selling.

Posted by VenFx > 2017-11-09 08:20 | Report Abuse

At best Pa will presrrve a 0.015 to 0.02 premium over its ordinary share, due to taking into account for the 2% interest basing of 0.950 reference price on annually basis .

PA liquidity very low ... take note on that.

Posted by coldinvestor > 2017-11-09 08:48 | Report Abuse

VenFx What are u talking ?
PA will stay safe and stand still
When the ordinary share crash ?
Pls dont confusing others here.

PA will stay illiquid,thats the potential risk when a big block trying to cash out.He probably need offer at much lower price in order to lure buyer to take his position from the selling.
09/11/2017 08:15

VenFx At best Pa will presrrve a 0.015 to 0.02 premium over its ordinary share, due to taking into account for the 2% interest basing of 0.950 reference price on annually basis .

PA liquidity very low ... take note on that.
09/11/2017 08:20

你到现在还不知道什么是可赎回可转换优先股， 我非常同情你 ！

Posted by VenFx > 2017-11-09 09:22 | Report Abuse

I have always alert fir your ill intentions over here.
So, stop your misleading comments please.

I bet u doesn't realised Rcps only exchangeable after 3 anniversary years from issue date.

I have pity on your lack of awareness on that.If u does, then your are misleading others here.

Posted by VenFx > 2017-11-09 09:25 | Report Abuse

还有麻烦 您
交待清楚
您 之前说的
Huge Impairment Lost
到现在 根本此不上 关系
可以解析 吗 ？

Posted by coldinvestor > 2017-11-09 09:42 | Report Abuse

VenFx I have always alert fir your ill intentions over here.
So, stop your misleading comments please.

I bet u doesn't realised Rcps only exchangeable after 3 anniversary years from issue date.

I have pity on your lack of awareness on that.If u does, then your are misleading others here.
09/11/2017 09:22

你犯了大错误 ！

Conversion period : The RCPS may be converted at any time beginning from the Issue
Date at the option of the RCPS holder until the Maturity Date.
Any remaining RCPS that are not converted by the Maturity Date shall
be automatically converted into new EGIB Shares.

Redemption : The Company shall have the option to redeem the RCPS in cash at
100% of the Issue Price, in whole or in part (but always in the same
proportion in relation to each RCPS Holder), at any time from and
including the third anniversary of the Issue Date up to the day
immediately preceding the Maturity Date. For avoidance of doubt, the
accrued but unpaid periodic preference dividend payments shall be
due and payable upon redemption of the RCPS.
The Company shall give the RCPS holders no less than 30 days’ notice
prior to the date of redemption. The RCPS holders shall be entitled to
exercise their Conversion Rights in the event the Company issues a
notice of redemption. The RCPS which have been redeemed will be
cancelled and cannot be reissued.

Posted by coldinvestor > 2017-11-09 09:51 | Report Abuse

你可能分不清什么是赎回和转换。 麻烦你再拿出prospectus 读一遍吧 ！

Posted by Op3rs > 2017-11-09 09:53 | Report Abuse

coldinvestor 1-0 venfx

Posted by VenFx > 2017-11-09 10:08 | Report Abuse

我记得 issuing company 是要3周年 才可以 redeem,
银行 利息 高于3%
管理层 又需要 资金
的考量下
你说 redeem 的机会 大吗?

Please stop misleading , with your mixed truth ok ?

Posted by imnewbie > 2017-11-09 10:10 | Report Abuse

cold,没错，rcps可随时转换变成母股，但如果母股跌价的话，为什么你还要把pa换成母股呢？你的paper loss会进一步扩大。不是吗？

Posted by VenFx > 2017-11-09 10:12 | Report Abuse

不过 针对有关Conversion时间限制， 我空了
再查阅。
反正 短期也不会 有什么影响。

Posted by Tom > 2017-11-09 10:20 | Report Abuse

coldinvestor 1-0 venfx

Posted by VenFx > 2017-11-09 10:23 | Report Abuse

不好意思
我对像Coldinvestor
这样的机会主义者
是 提防和不可以 基净信的

更何况 它明显有先列了。

Posted by leslieroycarter > 2017-11-09 11:22 | Report Abuse

Thursday, 2 Nov 2017

7:13PM EG TERENCE TEA YEOK KIAN (8,765,879 units Acquired)
6:47PM EG TERENCE TEA YEOK KIAN (8,765,879 units Transacted)
6:39PM EG KANG PANG KIANG (2,603,300 units Transacted)
6:39PM EG KANG PANG KIANG (2,603,300 units Acquired)
Consolation is that substantial shareholders has bought around this level, making the support stronger as ever before...very little downside unless something dreadful happen in stock markets all over the world.

Posted by coldinvestor > 2017-11-09 11:44 | Report Abuse

把攻击人的心思多放在阅读， 你会进步的。

Posted by VenFx > 2017-11-09 12:41 | Report Abuse

又来了
这番话
请你
老人家
收着 自己
慢慢回味一下 xp

Posted by Gen2 > 2017-11-09 13:02 | Report Abuse

@VenFx, yu have to admit you were wrong about the conversion period of rcps!

Posted by Gen2 > 2017-11-09 13:04 | Report Abuse

@coldinvestor, please explain your information pertaining to “Huge Impairment Loss”.

Posted by coldinvestor > 2017-11-09 13:46 | Report Abuse

我之前质疑EG 的可收回账目高达三亿多， 营业额才十亿， 比较同行Unisem 可收回账目和营业税额的二亿和十五亿， 会不会太高呢？ 是不是里边有部分坏账或公司的收账能力太差？

Posted by Gen2 > 2017-11-09 14:56 | Report Abuse

@coldinvestor, no doubt their receivables are not too good but you can noticed the slowing pace has build up and shown the first decline in their latest QR.

Posted by Gen2 > 2017-11-09 14:58 | Report Abuse

@VenFx, it is nothing wrong to admit you were wrong about the conversion period.

Posted by Fly_universe > 2017-11-09 15:48 | Report Abuse

不要吵了啦。看会公司的生意吧。生意能不能做?产品能不能卖?未来产品会不会越卖越好?

我来讲讲Vehicle Tracker吧。现在的趋势是Vehicle Tracking的Market Share会越来越大。很多公司已经在摩拳擦掌准备分一杯桨，Tramigo就是其中一份子。

另外一家公司Katsana也已经开始和保险商开启Usage Based Insurance (UBI)的合作。UBI需要用到Vehicle Tracker。

https://paultan.org/2017/09/05/katsana-signs-mou-with-allianz-etiqa-and-axiata-to-develop-usage-based-motor-insurance-drivemark-app/

以前大家发现原来那么多车都装了LED灯然后全部才去追JHM。

难道现在要等到未来发现那么多车装了Vehicle Tracker然后才来追EG?

Posted by VenFx > 2017-11-09 15:51 | Report Abuse

Thats U gorgeuos Fly_universe ... always deliver the best ;)

Posted by Fly_universe > 2017-11-09 16:07 | Report Abuse

Thanks VenFx, but it is a fact that the share price of this company is the shittest I have ever seen. :)
People have no confidence in them.

Posted by Lappier811 > 2017-11-09 16:46 | Report Abuse

Agreed.

Posted by Gen2 > 2017-11-09 18:42 | Report Abuse

@VenFx, it take guts to fight but it take courage to admit you are wrong.

Posted by WLiang777 > 2017-11-10 08:49 | Report Abuse

thks fly_universe for sharing the article relating to UBI... how is this connect to EG ?

Posted by Fly_universe > 2017-11-10 09:24 | Report Abuse

EG负责制造和分销TRAMIGO TRACKER(东南亚区)。TRAMIGO卖的好，对EG有利。

VEHICLE TRACKER会把驾驶数据整合后传送给INSURER，然后INSURER再会根据驾驶数据去决定风险。

简单来说，在UBI，你如何驾驶将是其中一个决定汽车保费高低的因素。如果整天超速，把汽车泊在高失窃的地区。。。这个驾驶者自然就要付更高的保费了。

UBI将在2019完全实行，现在已经局部开始。

Posted by WLiang777 > 2017-11-10 09:42 | Report Abuse

thnakyou fly_universe !